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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,262 | $157,296+28.0% | $141,191+42.5% | $152,897+31.6% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 25.02% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $551 | $5,262-89.5% | $4,736-88.4% | $4,764-88.4% |
| Participant deferral / active EE | $7,857 | $7,111+10.5% | $6,710+17.1% | $5,851+34.3% |
| Admin fee / account holder | $65,462 | $12,125+439.9% | $10,264+537.8% | $11,599+464.4% |